### [Slack Addon](https://wpforms.com/docs/slack-addon/)

**Published:** October 22, 2024
**Author:** Umair Majeed

**Excerpt:** Learn how to use the Slack addon to send messages and set reminders in your Slack workspace.

**Content:**

Slack Addon is a Plus Feature

 Unlock Slack Addon and other powerful features to grow your business.

 [ Get WPForms Plus ](https://wpforms.com/pricing/) 

Would you like to send notifications to your Slack workspace when forms are submitted? With the WPForms Slack addon, you can easily send messages to channels, direct messages to users, and set reminders in Slack when users complete your forms.

This tutorial will show you how to install and use the Slack addon with WPForms.

- [Installing and Configuring the Slack Addon](#install-and-configure)
- [Adding a Slack Integration to Your Forms](#add-to-form)
- [Setting Up Conditional Logic (Optional)](#conditional-logic)
- [Frequently Asked Questions](#faq)

**Requirements:**

- You will need a [Plus license level or higher](https://wpforms.com/pricing/) to access the Slack addon
- Ensure that you’ve installed the latest version of WPForms to meet the [minimum required version](https://wpforms.com/docs/why-you-should-always-use-the-latest-version-of-wpforms/#version-requirements) for the Slack addon

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Before getting started, you’ll first need to make sure WPForms is [installed and activated](https://wpforms.com/docs/install-wpforms-plugin/) on your WordPress site and that you’ve [verified your license](https://wpforms.com/docs/verify-wpforms-license/). You will also need to have a Slack workspace and the necessary permissions to add integrations.

## Installing and Configuring the Slack Addon

Once the core WPForms plugin is in place and your license is verified, go ahead and [install and activate the Slack addon](https://wpforms.com/docs/install-activate-wpforms-addons/).

After installing the Slack addon, you’ll need to connect WPForms to your Slack account. To do this from the WordPress dashboard, you’ll need to go to **WPForms » Settings** and click on the **Integrations** tab.

![Click Integrations tab](https://wpforms.com/wp-content/uploads/2024/10/click-integration-slack-1024x571.png)Then, click on the **Slack** integration to expand its settings. From here, click the **Add New Account** button.

![Click Add New Account Slack](https://wpforms.com/wp-content/uploads/2024/10/click-add-new-account-button-slack-1024x488.png)This will open the Slack sign in page where you’ll need to [sign in to your Slack workspace](https://slack.com/signin#/signin).

![Slack sign in page](https://wpforms.com/wp-content/uploads/2024/10/slack-sign-in-page-1024x503.png)After signing in, you’ll see a screen asking for permission for WPForms to access your Slack workspace and send messages. These permissions are necessary for WPForms to send notifications and updates to your Slack channels.

On this screen, you’ll need to select a channel from the dropdown where WPForms can post messages. Choose a channel from the dropdown and click **Allow** to complete the integration.

![Click Allow to grant Slack permission to WPForms ](https://wpforms.com/wp-content/uploads/2024/10/wpforms-slack-permission-1-878x1024.png)Once you’ve granted permission, you’ll be redirected back to your WPForms Integrations page. You should now see that Slack is connected with a green **Connected** status.

![Slack account connected - WPForms](https://wpforms.com/wp-content/uploads/2024/10/slack-status-connected-1024x317.png)## Adding a Slack Integration to Your Forms

Once you’ve successfully connected your Slack account, you’re ready to link it to a form. To do this, you’ll first need to [create a new form](https://wpforms.com/docs/creating-first-form/) or edit an existing one to open the form builder.

In the form builder, go to **Marketing » Slack**. Then, click on the **Add New Connection** button.

![Click Add New Connection to add a new integration](https://wpforms.com/wp-content/uploads/2024/10/add-new-slack-integration-1024x465.png)**Note**: After updating to Slack addon v1.1.0, you might see a reauthorize notice to enable private channel access. Check out our [FAQ below](#reauthorize) for more details

Clicking this button will open an overlay where you can provide a nickname for this connection. You can enter any nickname you’d like, as this is for internal reference only.

Go ahead and click **OK** once you’ve added a connection nickname.

![Set a nickname for Slack alerts and click OK](https://wpforms.com/wp-content/uploads/2024/10/slack-connection-nickname-1024x751.png)After naming the connection, you’ll need to select an account and choose an action to perform when someone submits your form.

![Select Slack account](https://wpforms.com/wp-content/uploads/2024/10/slack-configuration-settings-1024x900.png)- **Select Account:** Choose from any of the Slack accounts you’ve connected.
- **Action To Perform:** Select the action you want to execute when a user fills out this form. The option selected here will also determine which additional settings are displayed.

We’ll cover each of the available actions, and their related options, in more detail below.

- [Send a Channel Message](#send-channel-message)
- [Send a Direct Message](#direct-message)
- [Set a Reminder](#set-a-reminder)

#### Send a Channel Message

This action allows you to send a message to one or more Slack channels when the form is submitted.

Once you’ve selected an action to perform, additional configuration settings will appear.

![Send a Channel message settings](https://wpforms.com/wp-content/uploads/2024/10/set-a-channel-message-settings-1024x697.png)- **Select Channel**: Choose the Slack channel(s) where you want to send the message.
- **Message**: Enter the message you want to send. You can use Smart Tags to include form field data in your message.

**Note:** The Slack addon can send messages to both public and private channels starting from version 1.1.0. If you’ve upgraded to this version, you’ll need to [reauthorize](#reauthorize) your Slack connection to enable private channel access.

#### Send a Direct Message

This action lets you send a direct message to one or more Slack users when the form is submitted.

![Send a Direct Message settings](https://wpforms.com/wp-content/uploads/2024/10/send-a-direct-message-settings-1024x680.png)- **Select User**: Choose the Slack user(s) who should receive the direct message.
- **Message**: Enter the message you want to send. As with channel messages, you can use Smart Tags here.

#### Set a Reminder

This action lets you set reminders in Slack with custom messages when the form is submitted.

![Set a reminder slack](https://wpforms.com/wp-content/uploads/2024/10/set-a-reminder-settings-2-1024x804.png)- **Select Time**: Enter when the reminder should be set using English natural language expressions, such as “in 10 minutes,” “tomorrow at 9 AM,” or “next Monday at 3 PM.” Note that only English phrases are supported for setting reminder times. Be sure to double-check the text you enter here, as any typos could prevent the reminder from being scheduled correctly.
- **Message**: Enter the message that will be sent when the reminder is triggered. Smart Tags can be used here as well.

**Note**: For all actions, you can click the **Show Smart Tags** button next to the Message field to see available tags you can use to include form data in your message. For more information, refer to our doc on [using smart tags](https://wpforms.com/docs/how-to-use-smart-tags-in-wpforms/).

Once you’ve configured all your settings, be sure to save your form.

## Setting Up Conditional Logic (Optional)

[Conditional logic](https://wpforms.com/docs/how-to-use-conditional-logic-with-wpforms/) allows you to choose whether or not an action is performed based on a user’s choices in your form.

As an example, we’ll show you how you can use conditional logic to send a message to Slack if a user submits an entry to our contact form with a message that contains the word “Help.”

To set this up, you’ll need to make sure your form has either a **Single Line Text** or **Paragraph Text** field. For our example, we’ll add a Paragraph Text field.

Then you’ll need to adjust the label for the message input field. For our example, we’ll add the label **Comment or Message**.

![Adding and editing the options for a conditional Paragraph Text field](https://wpforms.com/wp-content/uploads/2020/09/webhooks-paragraph-text-conditional-logic.png)Next, you’ll need to set up your conditional logic. At the bottom of your Slack settings, toggle on the option labeled **Enable Conditional Logic** to reveal the dropdowns to create your rule.

![Enable Conditional Logic](https://wpforms.com/wp-content/uploads/2024/10/enable-conditional-logic-1-1024x404.png)Then add the rule for your conditional logic. For our example, we’ll set the dropdowns to read, **Process** this connection if **Comment or Message contains help**.

![Slack conditional logic message](https://wpforms.com/wp-content/uploads/2024/10/slack-conditional-logic-example-1024x314.png)Finally, be sure to save your form to apply the conditional logic.

**Note:** Need help setting up your conditional logic rule? Our beginner’s tutorial on [using conditional logic in WPForms](https://wpforms.com/docs/how-to-use-conditional-logic-with-wpforms/) has all the details.

## Frequently Asked Questions

These are some of the most common questions we receive about using the Slack addon.

#### Why am I seeing a reauthorize notice after updating Slack addon to v1.1.0?

WPForms Slack addon v1.1.0 adds support for sending messages to private channels. To use this, you need to reauthorize your Slack connection. To do so, click **Reauthorize** from the form builder. Then, select a channel (public or private) and click Allow to update your connection.

![](https://wpforms.com/wp-content/uploads/2024/10/slack-reauthorize-1024x431.png)#### Can I format my Slack messages?

Yes, you can use Slack’s built-in formatting in your messages. This includes options for bold text, italic text, inline code blocks, and block quotes.

For a complete list of formatting options and how to use them, refer to [Slack’s text formatting guide](https://api.slack.com/reference/surfaces/formatting).

#### Can I send messages to multiple channels or users?

Yes, when using the **Send a Channel Message** action, you can select multiple channels to receive the message.

Similarly, with the **Send a Direct Message** action, you can choose multiple users to receive the direct message.

#### What language should I use for setting reminders?

When using the **Set a Reminder** action, the **Select Time** input field only accepts English for natural language processing. For example, you should use English phrases like “in 2 hours,” “on Friday at 9 AM,” or “next week at 2 PM” when setting your reminder time.

That’s it! Now you know how to set up the Slack addon for WPForms.

Next, would you like to explore more ways to streamline your form notifications? Check out our guide on [how to set up form notification emails](https://wpforms.com/docs/setup-form-notification-wpforms/) for more details.

**Categories:** Marketing Integrations, Addons

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